Existing Funds

How do I transfer Existing Funds

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Transfer existing funds

How do I transfer existing funds?

We work with some of the leading investment companies in Ireland. If you have an exiting investment then we can take these funds under our management at no extra cost to you.

We will then provide the advice you going forward on what you are invested in.

Investing is for the long term so it’s important to know that you have choice and the flexibility to change your investments as your circumstances change.

Warning: If you invest in these products you may lose some or all of the money you invest
Warning: The value of your investment may go down as well as up.
Warning: These funds may be affected by changes in currency exchange rates.

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